20min chapter

Monetary Matters with Jack Farley cover image

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

Monetary Matters with Jack Farley

CHAPTER

Navigating Future Liquidity Challenges

This chapter explores the anticipated liquidity challenges in financial markets for 2025 and 2026, focusing on the refinancing needs of corporations and households. It discusses the critical role of central bank policies and the U.S. dollar's dominance in global liquidity, as well as China's potential economic strategies amid volatility. The interplay between China's currency dynamics and U.S. dollar strength is analyzed, emphasizing implications for trade, investment, and economic stability.

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